IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Calix Inc (CALX)

CUSIP: 13100M509 | NYSE | Technology · Software - Infrastructure | Mid Cap | 888 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,556,001
0.0% of portfolio›$53.5M
Fort Washington Investment Advisors Inc933,937
0.2% of portfolio›$32.1M
Penn Capital Management Company, LLC362,634
0.9% of portfolio›$12.5M
MacKenzie Financial Corp350,442
0.0% of portfolio›$12.0M
Bank of New York Mellon Corp311,912
0.0% of portfolio›$10.7M
Principal Financial Group Inc277,700
0.0% of portfolio›$9.5M
Y-Intercept (Hong Kong) Ltd139,387
0.1% of portfolio›$4.8M
Thompson Investment Management, Inc.91,940
0.4% of portfolio›$3.2M
Marathon Capital Management89,160
0.6% of portfolio›$3.1M
Virginia Retirement Systems ET Al75,983
0.0% of portfolio›$2.6M
Creative Planning56,080
0.0% of portfolio›$1.9M
New York State Teachers Retirement System47,600
0.0% of portfolio›$1.6M
Summit Global Investments36,825
0.3% of portfolio›$1.3M
Thrivent Financial for Lutherans36,442
0.0% of portfolio›$1.3M
Illinois Municipal Retirement Fund32,913
0.0% of portfolio›$1.1M
Park Avenue Securities LLC30,834
0.0% of portfolio›$1.1M
Jackson Square Capital, LLC25,000
0.1% of portfolio›$859.0K
Louisiana State Employees Retirement System24,400
0.0% of portfolio›$838.4K
Citigroup Inc23,459
0.0% of portfolio›$806.1K
Inspire Investing, LLC18,681
0.0% of portfolio›$641.9K
State of New Jersey Common Pension Fund D18,539
0.0% of portfolio›$637.0K
Kornitzer Capital Management Inc18,458
0.0% of portfolio›$634.2K
Arizona State Retirement System16,185
0.0% of portfolio›$556.1K
Amalgamated Bank14,907
0.0% of portfolio›$512.0K
Yousif Capital Management, LLC14,554
0.0% of portfolio›$500.1K
Harbor Capital Advisors, Inc.14,036
0.1% of portfolio›$482.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,500
0.0% of portfolio›$463.9K
State of Alaska, Department of Revenue12,910
0.0% of portfolio›$442.0K
Oregon Public Employees Retirement Fund12,873
0.0% of portfolio›$442.3K
Assenagon Asset Management S.A.11,693
0.0% of portfolio›$401.8K
Pictet Asset Management Holding SA10,051
0.0% of portfolio›$345.4K
ProShare Advisors LLC8,006
0.0% of portfolio›$275.1K
Koshinski Asset Management, Inc.6,880
0.0% of portfolio›$236.4K
Mirae Asset Global Investments Co., Ltd.6,838
0.0% of portfolio›$235.0K
Mutual of America Capital Management LLC6,538
0.0% of portfolio›$224.6K
Fulcrum Asset Management LLP6,454
0.0% of portfolio›$216.4K
Linden Thomas Advisory Services, LLC6,215
0.0% of portfolio›$213.5K
Central Pacific Bank - Trust Division6,200
0.0% of portfolio›$213.0K
Imc-Chicago, LLC6,093
0.0% of portfolio›$209.4K
Enterprise Financial Services Corp6,082
0.1% of portfolio›$209.0K
Brady Martz Wealth Solutions, LLC5,928
0.0% of portfolio›$203.7K
State of Wyoming5,007
0.0% of portfolio›$172.0K
Nisa Investment Advisors, LLC4,318
0.0% of portfolio›$148.4K
Bayforest Capital Ltd3,603
0.2% of portfolio›$123.8K
KBC Group NV2,090
0.0% of portfolio›$72.0K
Sterling Capital Management LLC1,930
0.0% of portfolio›$66.3K
Covestor Ltd1,446
0.0% of portfolio›$49
US Bancorp \de\1,012
0.0% of portfolio›$34.8K
Gamma Investing LLC966
0.0% of portfolio›$33.2K
Pinnacle Wealth Planning Services, Inc.878
0.0% of portfolio›$30.2K
Harbor Investment Advisory, LLC840
0.0% of portfolio›$28.9K
Spire Wealth Management617
0.0% of portfolio›$21.2K
Signaturefd, LLC597
0.0% of portfolio›$20.5K
Salomon & Ludwin, LLC558
0.0% of portfolio›$19.2K
Farther Finance Advisors, LLC486
0.0% of portfolio›$16.7K
EverSource Wealth Advisors, LLC466
0.0% of portfolio›$16.0K
Tower View Wealth Management LLC400
0.0% of portfolio›$13.7K
Versant Capital Management, Inc298
0.0% of portfolio›$10.2K
Exchange Traded Concepts, LLC231
0.0% of portfolio›$7.9K
Owl Creek Wealth Partners LLC230
0.0% of portfolio›$7.9K
Caitong International Asset Management Co., Ltd217
0.0% of portfolio›$7.5K
Cassaday & Co Wealth Management LLC100
0.0% of portfolio›$3.4K
Assetmark, Inc95
0.0% of portfolio›$3.3K
Private Wealth Management Group, LLC89
0.0% of portfolio›$3.1K
Root Financial Partners, LLC81
0.0% of portfolio›$2.8K
MassMutual Private Wealth & Trust, FSB62
0.0% of portfolio›$2.1K
SBI Securities Co., Ltd.56
0.0% of portfolio›$1.9K
Parallel Advisors, LLC55
0.0% of portfolio›$1.9K
Farmers & Merchants Investments Inc50
0.0% of portfolio›$1.7K
Bare Financial Services, Inc46
0.0% of portfolio›$1.6K
Mather Group, Llc.34
0.0% of portfolio›$1.2K
SJS Investment Consulting Inc.28
0.0% of portfolio›$963
Main Street Group, LTD27
0.0% of portfolio›$928
TD Private Client Wealth LLC25
0.0% of portfolio›$859
Parkside Financial Bank & Trust23
0.0% of portfolio›$791
Creative Financial Designs Inc23
0.0% of portfolio›$790
Fortitude Family Office, LLC22
0.0% of portfolio›$756
Provenance Wealth Advisors, LLC20
0.0% of portfolio›$687
Manchester Capital Management LLC15
0.0% of portfolio›$516
UMB Private Wealth Management, LLC11
0.0% of portfolio›$378
Gilpin Wealth Management, LLC10
0.0% of portfolio›$344
Proathlete Wealth Management LLC9
0.0% of portfolio›$309
Valley National Advisers Inc8
0.0% of portfolio›$275
Davis Capital Management7
0.0% of portfolio›$241
Financial Consulate, Inc7
0.0% of portfolio›$241
JFS Wealth Advisors, LLC7
0.0% of portfolio›$241
Trust Co6
0.0% of portfolio›$206
Larson Financial Group LLC4
0.0% of portfolio›$137
Creative Capital Management Investments LLC4
0.0% of portfolio›$137
Strengthening Families & Communities, LLC3
0.0% of portfolio›$103
Silver Grove Financial Group, Inc.2
0.0% of portfolio›$69
True Wealth Design, LLC2
0.0% of portfolio›$69
Hughes Financial Services, LLC1
0.0% of portfolio›$38
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,556,001$53.5M0.0%IndexLowAustin, TX2026-11-04
Fort Washington Investment Advisors Inc
933,937$32.1M0.2%CoreLowCincinnati, OH2026-10-15
Penn Capital Management Company, LLC
362,634$12.5M0.9%ValueHighPhiladelphia, PA2026-11-04
MacKenzie Financial Corp
350,442$12.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Bank of New York Mellon Corp
311,912$10.7M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
277,700$9.5M0.0%CoreLowDes Moines, IA2026-11-02
Y-Intercept (Hong Kong) Ltd
139,387$4.8M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Thompson Investment Management, Inc.
91,940$3.2M0.4%ValueMediumMadison, WI2026-10-14
Marathon Capital Management
89,160$3.1M0.6%CoreLowHunt Valley, MD2026-10-23
Virginia Retirement Systems ET Al
75,983$2.6M0.0%CoreMediumRichmond, VA2026-10-28
Creative Planning
56,080$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
New York State Teachers Retirement System
47,600$1.6M0.0%CoreVery LowAlbany, NY2026-10-22
Summit Global Investments
36,825$1.3M0.3%CoreMediumBountiful, UT2026-10-28
Thrivent Financial for Lutherans
36,442$1.3M0.0%GARPMediumMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
32,913$1.1M0.0%CoreMediumOak Brook, IL2026-11-05
Park Avenue Securities LLC
30,834$1.1M0.0%ETFMediumNew York, NY2026-10-26
Jackson Square Capital, LLC
25,000$859.0K0.1%Agg GrowthMediumSan Francisco, CA2026-10-19
Louisiana State Employees Retirement System
24,400$838.4K0.0%IndexLowBaton Rouge, LA2026-10-20
Citigroup Inc
23,459$806.1K0.0%CoreMediumNew York, NY2026-11-04
Inspire Investing, LLC
18,681$641.9K0.0%GARPHighMeridian, ID2026-10-22
State of New Jersey Common Pension Fund D
18,539$637.0K0.0%CoreLowTrenton, NJ2026-11-05
Kornitzer Capital Management Inc
18,458$634.2K0.0%CoreLowShawnee Mission, KS2026-11-03
Arizona State Retirement System
16,185$556.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
14,907$512.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
14,554$500.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Harbor Capital Advisors, Inc.
14,036$482.0K0.1%ValueHighChicago, IL2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
13,500$463.9K0.0%CoreLowHarrisburg, PA2026-11-03
State of Alaska, Department of Revenue
12,910$442.0K0.0%CoreVery LowJuneau, AK2026-10-15
Oregon Public Employees Retirement Fund
12,873$442.3K0.0%IndexVery LowTigard, OR2026-10-30
Assenagon Asset Management S.A.
11,693$401.8K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Pictet Asset Management Holding SA
10,051$345.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
8,006$275.1K0.0%GrowthLowBethesda, MD2026-10-29
Koshinski Asset Management, Inc.
6,880$236.4K0.0%ETFLowDecatur, IL2026-10-29
Mirae Asset Global Investments Co., Ltd.
6,838$235.0K0.0%GrowthLowSeoul, Malaysia2026-11-03
Mutual of America Capital Management LLC
6,538$224.6K0.0%IndexLowNew York, NY2026-10-23
Fulcrum Asset Management LLP
6,454$216.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Linden Thomas Advisory Services, LLC
6,215$213.5K0.0%CoreLowCharlotte, NC2026-10-19
Central Pacific Bank - Trust Division
6,200$213.0K0.0%CoreMediumHonolulu, HI2026-10-06
Imc-Chicago, LLC
6,093$209.4K0.0%GARPVery HighChicago, IL2026-11-05
Enterprise Financial Services Corp
6,082$209.0K0.1%CoreVery LowClayton, MO2026-11-03
Brady Martz Wealth Solutions, LLC
5,928$203.7K0.0%ETFLowGrand Forks, ND2026-11-05
State of Wyoming
5,007$172.0K0.0%ValueHighCheyenne, WY2026-10-28
Nisa Investment Advisors, LLC
4,318$148.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Bayforest Capital Ltd
3,603$123.8K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
KBC Group NV
2,090$72.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
1,930$66.3K0.0%GARPMediumCharlotte, NC2026-10-22
Covestor Ltd
1,446$490.0%ValueHighLondon, United Kingdom2026-10-30
US Bancorp \de\
1,012$34.8K0.0%IndexLowMinneapolis, MN2026-11-05
Gamma Investing LLC
966$33.2K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
878$30.2K0.0%GARPLowMansfield, OH2026-10-27
Harbor Investment Advisory, LLC
840$28.9K0.0%GrowthLowLutherville, MD2026-10-13
Spire Wealth Management
617$21.2K0.0%GrowthMediumMclean, VA2026-10-30
Signaturefd, LLC
597$20.5K0.0%IndexLowAtlanta, GA2026-10-23
Salomon & Ludwin, LLC
558$19.2K0.0%ETFVery LowRichmond, VA2026-10-29
Farther Finance Advisors, LLC
486$16.7K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
466$16.0K0.0%CoreMediumBirmingham, AL2026-11-04
Tower View Wealth Management LLC
400$13.7K0.0%MomentumMediumShorewood, WI2026-10-23
Versant Capital Management, Inc
298$10.2K0.0%GARPLowPhoenix, AZ2026-10-02
Exchange Traded Concepts, LLC
231$7.9K0.0%GrowthMediumOklahoma City, OK2026-10-28
Owl Creek Wealth Partners LLC
230$7.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Caitong International Asset Management Co., Ltd
217$7.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Cassaday & Co Wealth Management LLC
100$3.4K0.0%ETFVery LowMclean, VA2026-10-27
Assetmark, Inc
95$3.3K0.0%ETFLowConcord, CA2026-10-21
Private Wealth Management Group, LLC
89$3.1K0.0%ETFLowPrinceton, NJ2026-10-19
Root Financial Partners, LLC
81$2.8K0.0%ETFMediumEncinitas, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
62$2.1K0.0%CoreLowSpringfield, MA2026-10-05
SBI Securities Co., Ltd.
56$1.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Parallel Advisors, LLC
55$1.9K0.0%IndexLowSan Francisco, CA2026-11-03
Farmers & Merchants Investments Inc
50$1.7K0.0%CoreVery LowLincoln, NE2026-10-22
Bare Financial Services, Inc
46$1.6K0.0%ETFVery LowGap, PA2026-11-04
Mather Group, Llc.
34$1.2K0.0%ETFMediumChicago, IL2026-10-14
SJS Investment Consulting Inc.
28$9630.0%ETFVery LowSylvania, OH2026-10-26
Main Street Group, LTD
27$9280.0%ETFMediumGlen Allen, VA2026-10-28
TD Private Client Wealth LLC
25$8590.0%ETFLowNew York, NY2026-10-28
Parkside Financial Bank & Trust
23$7910.0%CoreVery LowSaint Louis, MO2026-10-27
Creative Financial Designs Inc
23$7900.0%ETFMediumKokomo, IN2026-11-04
Fortitude Family Office, LLC
22$7560.0%ETFMediumScottsdale, AZ2026-10-14
Provenance Wealth Advisors, LLC
20$6870.0%ETFLowFort Lauderdale, FL2026-10-30
Manchester Capital Management LLC
15$5160.0%CoreLowManchester, VT2026-10-22
UMB Private Wealth Management, LLC
11$3780.0%GrowthN/AKansas City, MO2026-10-19
Gilpin Wealth Management, LLC
10$3440.0%GrowthLowDenver, CO2026-10-09
Proathlete Wealth Management LLC
9$3090.0%ETFVery LowBoca Raton, FL2026-10-15
Valley National Advisers Inc
8$2750.0%ETFLowBethlehem, PA2026-10-23
Davis Capital Management
7$2410.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
7$2410.0%ETFLowHunt Valley, MD2026-10-23
JFS Wealth Advisors, LLC
7$2410.0%ETFVery LowHermitage, PA2026-11-03
Trust Co
6$2060.0%ETFVery LowManhattan, KS2026-10-09
Larson Financial Group LLC
4$1370.0%GrowthLowSt Louis, MO2026-11-05
Creative Capital Management Investments LLC
4$1370.0%ETFLowSan Diego, CA2026-10-28
Strengthening Families & Communities, LLC
3$1030.0%CoreMediumBoston, MA2026-10-21
Silver Grove Financial Group, Inc.
2$690.0%CoreMediumOrchard Park, NY2026-11-05
True Wealth Design, LLC
2$690.0%ETFMediumAkron, OH2026-10-13
Hughes Financial Services, LLC
1$380.0%ETFLowHerndon, VA2026-10-30